Collin

Crypto | Stocks | Finance. Trying to add Value.

[Collin @TheValueThinker]

@belly_pork27554 hey friend, ty appreciate it. I am well and still in all positions. Just got super tied up at work and been watching, will try to get one out soon!

[Collin @TheValueThinker]

So $STRC fluctuates between the 2% that we been seeing for weeks/months now and you have full on posting of what happens if it “never goes back to $100” bear posting dressed up as question.

This is why you invest for the long term and not day trade because guys like this will constantly post 55,000 signals daily for attention and clickbait.

[Ran Neuner @cryptomanran]

I have a serious question.

What happens if STRC doesn't go back to $100?

The way I see it is a follows:

- Holders of STRC receive the dividend regardless of the price.
- If STRC doesn't go back to $100m then Saylor can't sell more to buy BTC.
- That is bad for BTC because the market will realize that the biggest buyer can't raise cash.
-If STRC has one or 2 months where it doesn't hit $100 the market realizes that its not actually worth $100, it could be worth $70, $50, who knows...
- As soon as that happen we get a death spiral of sorts where Saylor has to keep raising the yield to try get it back to $100.
The only problem is that the more he raises the yield , the more BTC he may need to sell...

What am I missing?

Serious comments only please.

[Collin @TheValueThinker]

@BMNRTracker 🎯

[Collin @TheValueThinker]

@itamar4127 Still here friend, not gone anywhere. Unfortunately, just got super tied up with some stuff at work lately...still watching markets closely. 🙏

[Joseph Chalom @joechalom]

https://t.co/CEhi4vF5rL

[vitalik.eth @VitalikButerin]

@lex_node We've accelerated narratives enough. Let's accelerate the cypherpunk privacy reality 🙂

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

Ticker is $STRC

[Collin @TheValueThinker]

@1914ad Another banger!

[Collin @TheValueThinker]

@ooooooooghff @saylor @phongle @Strategy Nothing about STRC fits any definition of a Ponzi.

[Collin @TheValueThinker]

For those interested in understanding the benefits and risks with $STRC and $MSTR

Check out my take on @saylor @phongle @Strategy $8.5B perpetual preferred that is changing the financial industry (link below)

[Collin @TheValueThinker]

@rock_charlee @saylor @phongle @Strategy Yes, they are doing well!

[Collin @TheValueThinker]

@michys85 @saylor @phongle @Strategy Coming soon

[Collin @TheValueThinker]

https://t.co/Dbw59NMwKm

[Collin @TheValueThinker]

@Peter_thoc A lot of noise and attention grabbers on here.

[Collin @TheValueThinker]

@LazyProgramer @F1shEnChips Yes last time rolled down to $60-$70 was not bad entry either. Long term I think this will value play. Will continue to watch and wait for solid entry spot.

[Collin @TheValueThinker]

Growth in stables continue to accelerate.

$CRCL worth keeping an eye on for the next 5 years as stablecoin market due for explosive growth.

[Circle @circle]

The Internet’s largest paradigm shift is happening now, and our Q1 results underscore Circle’s role at the center of these changes.

→ $694M total revenue and reserve income, +20% YoY
→ $77.0B USDC in circulation, +28% YoY
→ $21.5T in USDC onchain transaction volume, +263% YoY

From digital dollars and global payments to the agentic economy, Circle is building trusted infrastructure for a more programmable internet financial system.

Full results at https://t.co/v1jSV7zRFs

[Collin @TheValueThinker]

@LumpyNews @PeterSchiff @saylor Right….

[Collin @TheValueThinker]

@F1shEnChips With the way stablecoin market is growing and will continue for the next decade definitely in a good position. Most people misunderstand their business, you are correct if rates rise CRCL still a winner while the rest take a seat.

[Collin @TheValueThinker]

@fundstrat Yup another grifter attention Seeker who likely skipped math and counting in school.